Cambridge Advisors Inc.
CIK 1633695 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $581.7M
- 持仓
- 183
- 截至
- 2026年6月30日
按 13F 价值排名第 3446（共 9443） · 前 36.5%
投资组合价值同比（季度）：+12.9% 13F不披露现金
- 前十大持仓权重
- 52.44%
- 前二十五大持仓权重
- 72.15%
- 持仓高于 1%
- 21
- 有效持仓数量
- 17.7
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 1.12% 估计买入 $25185871 · 卖出 $6159239
中位数持有期：7.0 季度 跟踪时间 Q4 2024–Q2 2026 · 91.0% 仍持有
- 新仓位
- 7
- 增加
- 61
- 减少
- 66
- 已结清
- 2
本页内容
行业细分
Technology
5.2%
Industrials
4.2%
Healthcare
3.6%
Communication Services
0.9%
Retail
0.8%
Consumer Discretionary
0.5%
Financials
0.4%
Financial Services
0.4%
Communications
0.3%
Energy
0.3%
Consumer Staples
0.3%
Consumer products
0.2%
Logistics & Transportation
0.1%
Real Estate
0.1%
其他/未映射
82.7%
完整投资组合 183 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| VOO | $106144149 | 18.25% | 154547 | $17840601 | 上涨 ×2 | ||
| BND Vanguard Total Bond Market ETF | $59146410 | 10.17% | 805700 | $5342243 | 上涨 ×4 | ||
| VEA | $39677583 | 6.82% | 556878 | $6075626 | 上涨 ×1 | ||
| IJH | $24018754 | 4.13% | 311487 | $3545653 | 上涨 ×1 | ||
| BNDX Vanguard Total International Bond ETF | $15409904 | 2.65% | 318189 | $1383262 | 上涨 ×4 | ||
| VTI | $13254682 | 2.28% | 35820 | $1609959 | 下跌 ×1 | ||
| JEPQ JPMorgan Nasdaq Equity Premium Income ETF | $12588655 | 2.16% | 204827 | $1142681 | 下跌 ×2 | ||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $12008368 | 2.06% | 145292 | $1857283 | 上涨 ×5 | ||
| VWO | $11551063 | 1.99% | 193518 | $1502229 | 上涨 ×1 | ||
| BRKA | $11232750 | 1.93% | 15 | $460650 | |||
| AAPL Apple Inc. - Common Stock | $10570391 | 1.82% | 36530 | $1016537 | 下跌 ×5 | ||
| JEPI | $10247319 | 1.76% | 181433 | $-10620 | 上涨 ×1 | ||
| VB | $9592536 | 1.65% | 31646 | $1303816 | |||
| MSFT Microsoft Corporation - Common Stock | $9509556 | 1.63% | 25493 | $-720700 | 下跌 ×5 | ||
| AMGN Amgen Inc. - Common Stock | $8915807 | 1.53% | 24621 | $302451 | 上涨 ×1 | ||
| GLW Corning Incorporated Common Stock | $8864954 | 1.52% | 34706 | $4139171 | 下跌 ×1 | ||
| VNQ | $8685960 | 1.49% | 90075 | $1170534 | 上涨 ×5 | ||
| SCHG | $8201229 | 1.41% | 242353 | $874146 | 下跌 ×3 | ||
| BRKB | $8109320 | 1.39% | 16206 | $37196 | 下跌 ×6 | ||
| VIG | $7928426 | 1.36% | 33507 | $649290 | 下跌 ×6 | ||
| CAT Caterpillar, Inc. Common Stock | $6748271 | 1.16% | 6337 | $2088730 | 下跌 ×5 | ||
| BUFR | $5136702 | 0.88% | 140616 | $425719 | 上涨 ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $4121254 | 0.71% | 20597 | $586166 | 上涨 ×2 | ||
| SCHD | $4048932 | 0.70% | 127686 | $53919 | 下跌 ×3 | ||
| FNDX | $3957270 | 0.68% | 127243 | $299535 | 下跌 ×1 | ||
| SCHB | $3893384 | 0.67% | 134440 | $504158 | 下跌 ×5 | ||
| AAAU | $3641429 | 0.63% | 92025 | $-497010 | 上涨 ×2 | ||
| JPST | $3359003 | 0.58% | 66423 | $692003 | 上涨 ×1 | ||
| UNP Union Pacific Corporation Common Stock | $3314592 | 0.57% | 12186 | $288878 | 下跌 ×6 | ||
| IWF | $3232890 | 0.56% | 26036 | $457452 | 上涨 ×3 | ||
| EIPI | $3106913 | 0.53% | 142258 | $-185408 | 下跌 ×1 | ||
| BSTP | $3103562 | 0.53% | 78910 | $4490 | 下跌 ×6 | ||
| FBTC | $3035995 | 0.52% | 59471 | $-418913 | 上涨 ×6 | ||
| JNJ Johnson & Johnson Common Stock | $2993325 | 0.51% | 11786 | $116737 | 上涨 ×1 | ||
| SPY SPY | $2827181 | 0.49% | 3786 | $324849 | 下跌 ×1 | ||
| MDY | $2738806 | 0.47% | 3894 | $337143 | |||
| SAMT | $2619301 | 0.45% | 54872 | $605782 | 上涨 ×3 | ||
| SCHF | $2594573 | 0.45% | 93667 | $249453 | 下跌 ×2 | ||
| IJR | $2593449 | 0.45% | 17487 | $697953 | 上涨 ×3 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $2591655 | 0.45% | 7252 | $322124 | 下跌 ×5 | ||
| AIRR First Trust RBA American Industrial Renaissance ETF | $2466632 | 0.42% | 18511 | $570487 | 上涨 ×4 | ||
| LOW Lowe's Companies, Inc. Common Stock | $2181444 | 0.38% | 9894 | $-250676 | 下跌 ×3 | ||
| ABBV AbbVie Inc. Common Stock | $2143973 | 0.37% | 8520 | $282259 | 下跌 ×6 | ||
| SCHM | $2104856 | 0.36% | 57089 | $282860 | 下跌 ×1 | ||
| EMLP | $2074530 | 0.36% | 47690 | $-23187 | 下跌 ×1 | ||
| GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund | $2068031 | 0.36% | 10785 | $383321 | 上涨 ×6 | ||
| FTSM First Trust Enhanced Short Maturity ETF | $2020506 | 0.35% | 33827 | $776826 | 上涨 ×1 | ||
| JGRO | $1987932 | 0.34% | 20164 | $162585 | 下跌 ×2 | ||
| EME EMCOR Group, Inc. Common Stock | $1983413 | 0.34% | 2390 | $208516 | 下跌 ×4 | ||
| QQQ Invesco QQQ Trust, Series 1 | $1938941 | 0.33% | 2633 | $419226 | |||
| CSCO Cisco Systems, Inc. - Common Stock | $1938795 | 0.33% | 16506 | $650335 | 下跌 ×2 | ||
| SCHA | $1913409 | 0.33% | 52959 | $340501 | 下跌 ×3 | ||
| IWM | $1868021 | 0.32% | 6217 | $326134 | |||
| VXUS Vanguard Total International Stock ETF | $1830170 | 0.31% | 21408 | $177086 | 下跌 ×1 | ||
| SMH SMH | $1806465 | 0.31% | 2754 | $528848 | 下跌 ×1 | ||
| LQD | $1787657 | 0.31% | 16390 | $1311 | |||
| DIA | $1728066 | 0.30% | 3308 | $182864 | 下跌 ×1 | ||
| INTC Intel Corporation - Common Stock | $1644841 | 0.28% | 11780 | $1131830 | 上涨 ×1 | ||
| VNQI Vanguard Global ex-U.S. Real Estate ETF | $1634110 | 0.28% | 36435 | $14574 | |||
| EFA | $1577106 | 0.27% | 15182 | $102478 | |||
| NAPR | $1576437 | 0.27% | 26629 | $-10438 | 下跌 ×1 | ||
| SDVD | $1522050 | 0.26% | 65918 | $157190 | 上涨 ×5 | ||
| JPM JP Morgan Chase & Co. Common Stock | $1519139 | 0.26% | 4641 | $114231 | 下跌 ×2 | ||
| FNDA | $1478112 | 0.25% | 38836 | $165657 | 下跌 ×1 | ||
| DHR Danaher Corporation Common Stock | $1451648 | 0.25% | 7621 | $4810 | 下跌 ×6 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $1421102 | 0.24% | 2523 | $-46850 | 下跌 ×3 | ||
| SCHX | $1383769 | 0.24% | 47019 | $178202 | |||
| WCMI | $1380520 | 0.24% | 70543 | $198079 | 上涨 ×3 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $1337335 | 0.23% | 16922 | $497 | 上涨 ×1 | ||
| NVS Novartis AG Common Stock | $1328202 | 0.23% | 8475 | $-42729 | 下跌 ×1 | ||
| PINK | $1267665 | 0.22% | 32380 | $205577 | 上涨 ×5 | ||
| BUCK | $1261265 | 0.22% | 53854 | $59684 | 上涨 ×6 | ||
| FTCS First Trust Capital Strength ETF | $1242332 | 0.21% | 13228 | $-39431 | 下跌 ×6 | ||
| V Visa Inc. | $1232036 | 0.21% | 3591 | $1085 | 下跌 ×2 | ||
| ORLY O'Reilly Automotive, Inc. - Common Stock | $1167241 | 0.20% | 12675 | $-5096 | 下跌 ×2 | ||
| RSP | $1122298 | 0.19% | 5275 | $110080 | 上涨 ×2 | ||
| ORCL Oracle Corporation Common Stock | $1109090 | 0.19% | 7568 | $-4238 | |||
| DOGG | $1100850 | 0.19% | 51683 | $2464 | 上涨 ×1 | ||
| HEQT | $1079854 | 0.19% | 32196 | $54875 | 下跌 ×1 | ||
| ITW Illinois Tool Works Inc. Common Stock | $1075930 | 0.18% | 3978 | $47004 | 上涨 ×1 | ||
| BITW | $1045288 | 0.18% | 27815 | $-166104 | 上涨 ×1 | ||
| MTBA | $1028175 | 0.18% | 20953 | $63410 | 上涨 ×5 | ||
| GLD | $1009361 | 0.17% | 2740 | $-152852 | 上涨 ×1 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $1008972 | 0.17% | 7852 | $71203 | 上涨 ×2 | ||
| XOM Exxon Mobil Corporation Common Stock | $1002341 | 0.17% | 7331 | $-242192 | 下跌 ×1 | ||
| AXP American Express Company Common Stock | $984308 | 0.17% | 2910 | $104091 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $971658 | 0.17% | 2750 | $161355 | 下跌 ×1 | ||
| FIXD First Trust Smith Opportunistic Fixed Income ETF | $948718 | 0.16% | 21755 | $1564 | 上涨 ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $910935 | 0.16% | 3822 | $-57521 | 下跌 ×1 | ||
| PEP PepsiCo, Inc. - Common Stock | $898650 | 0.15% | 6637 | $-126575 | 上涨 ×1 | ||
| PG Procter & Gamble Company (The) Common Stock | $836728 | 0.14% | 5706 | $12380 | 下跌 ×1 | ||
| SVOL | $827806 | 0.14% | 51609 | $68602 | 上涨 ×3 | ||
| SPYD | $823284 | 0.14% | 17256 | $37791 | |||
| SCHO | $790754 | 0.14% | 32757 | $-4258 | |||
| CVX Chevron Corporation Common Stock | $789349 | 0.14% | 4762 | $-232742 | 下跌 ×1 | ||
| ADP Automatic Data Processing, Inc. - Common Stock | $776211 | 0.13% | 3466 | $66910 | 下跌 ×3 | ||
| KO Coca-Cola Company (The) Common Stock | $766590 | 0.13% | 9433 | $52009 | 上涨 ×1 | ||
| IJJ | $757412 | 0.13% | 5127 | $78084 | |||
| SDY | $755726 | 0.13% | 4966 | $30988 | |||
| SBUX Starbucks Corporation - Common Stock | $751486 | 0.13% | 7354 | $97169 | 上涨 ×1 | ||
| 无匹配项 | |||||||
重仓股
持仓连续增加3个季度以上。
持股数量按13F申报数据报告（未按拆股调整）
| 证券 | 价值 | % 占投资组合 | 连胜 |
|---|---|---|---|
| BND | $59146410 | 10.17% | 上涨 ×4 |
| BNDX | $15409904 | 2.65% | 上涨 ×4 |
| VCIT | $12008368 | 2.06% | 上涨 ×5 |
| VNQ | $8685960 | 1.49% | 上涨 ×5 |
| IWF | $3232890 | 0.56% | 上涨 ×3 |
| FBTC | $3035995 | 0.52% | 上涨 ×6 |
| SAMT | $2619301 | 0.45% | 上涨 ×3 |
| IJR | $2593449 | 0.45% | 上涨 ×3 |
| AIRR | $2466632 | 0.42% | 上涨 ×4 |
| GRID | $2068031 | 0.36% | 上涨 ×6 |
| SDVD | $1522050 | 0.26% | 上涨 ×5 |
| WCMI | $1380520 | 0.24% | 上涨 ×3 |
| PINK | $1267665 | 0.22% | 上涨 ×5 |
| BUCK | $1261265 | 0.22% | 上涨 ×6 |
| MTBA | $1028175 | 0.18% | 上涨 ×5 |
最大新仓位
本季度新开仓位，按规模从大到小排序。
季度涨幅榜
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| TUA | 2025年9月30日 | 30579 | $673647 | 不再跟踪 |
| FTSL | 2025年6月30日 | 12986 | $592818 | |
| DMAY | 2025年6月30日 | 11525 | $456380 | 不再跟踪 |
| EALT | 2025年9月30日 | 13950 | $454491 | 不再跟踪 |
| TGT | 2026年3月31日 | 2935 | $286896 | 34.0% |
| CARR | 2025年12月31日 | 4380 | $261486 | 15.3% |
| QUAL | 2025年6月30日 | 1506 | $257389 | 不再跟踪 |
| BKCH | 2025年12月31日 | 2970 | $256232 | |
| QJUN | 2025年6月30日 | 9655 | $255375 | 不再跟踪 |
| LMBS | 2025年3月31日 | 5023 | $244484 | |
| PFE | 2025年6月30日 | 9293 | $235495 | 15.7% |
| BX | 2026年3月31日 | 1500 | $231210 | 24.6% |
| DJUL | 2025年6月30日 | 5548 | $226917 | 不再跟踪 |
| CLX | 2025年12月31日 | 1810 | $223173 | 4.6% |
| CRL | 2025年3月31日 | 1200 | $221520 | 92.8% |
| XLE | 2026年6月30日 | 3536 | $216644 | 不再跟踪 |
| FTV | 2025年6月30日 | 2922 | $213832 | 15.0% |
| ADBE | 2025年6月30日 | 557 | $213626 | -29.4% |
| VZ | 2026年6月30日 | 4183 | $209987 | 16.8% |
| QJUN | 2026年3月31日 | 6379 | $203104 | 不再跟踪 |
| XSEP | 2026年3月31日 | 4775 | $202387 | 不再跟踪 |
| PSR | 2025年3月31日 | 2230 | $201317 | 不再跟踪 |
| KMB | 2025年9月30日 | 1560 | $201115 | -12.8% |